In this episode, CIO Charlie Lanchester engages with TDM Growth Partners, a HM1 Core Fund Manager. Meet Ed Cowan, a former Australian Cricketer with a knack for investing, and Fraser Christie, a tech investing aficionado. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio - Guzman y Gomez and Rokt. Ed discusses the art of building high-performing teams, while Fraser shares his expertise in supporting tech startups. Whether you're an investor or simply curious about finance, this episode offers a wealth of knowledge. 

This is a Hearts & Minds Podcast, in partnership with Equity Mates Media

Content mentioned in the articles:

Podcast: Scaling Up with Ed Cowan

Article: The Punch Card Mentality by Hamish Corlett

Book: 7 Powers, The Foundations of Business Strategy by Hamilton Helmer

Article: An extra special bonus SH&M Conference tidbit on Mineral Resources

Video: SH&M 2022 Panel on Investing in Sport as an Asset Class, moderated by Ed Cowan

More insights from TDM Growth Partners can be viewed on their website

This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.

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